Seasonal Tax Pro: Trusted Advisor for Complex Returns

H&R Block, Inc.; Toronto (OH); On-site; USD 21,000 - 34,000; Full time

Job summary

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in person at a local tax office. You will interview clients, identify opportunities for savings, and deliver empathetic, consultative service while leveraging leading training and technology.

The role emphasizes building relationships, accuracy, and compliance with IRS and state requirements, with a competitive hourly rate and incentive plans to reward impact.

Qualifications

• Must complete the H&R Block Tax Knowledge Assessment 1.
• Minimum 1 year of experience in tax preparation or related field.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; explain tax concepts clearly.
• Must complete continuing education and meet IRS and state requirements.
• High school diploma or equivalent required.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications; provide clear recommendations.
• Build trusted client relationships and identify tax savings opportunities and relevant H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Tax knowledge

Client interviewing

Communication skills

IRS/State requirements

Education

High School Diploma

Bachelor’s degree (preferred)

Tools

GoSystem

Ultratax

Job description

H&R Block is seeking a seasonal Experienced Tax Professional to prepare returns and advise clients in person at a local tax office. You will interview clients, identify opportunities for savings, and deliver empathetic, consultative service while leveraging leading training and technology.

The role emphasizes building relationships, accuracy, and compliance with IRS and state requirements, with a competitive hourly rate and incentive plans to reward impact.